Kathleen Toelke, financial advisor Granite City IL
93 score

Kathleen Toelke

CRD Number: 1288358
Current Firm: U.s. Bancorp Investments, Inc.

Kathleen Toelke (CRD# 1288358) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Granite City, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Bethalto, IL Dec 2001 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Kathleen A. Toelke
Phone Number: 800-888-4700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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